NAEPC Webinar: Corporate Transparency Act and Common Law Trusts

Date: Wednesday, August 9, 2023
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M.

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The federal government has developed yet another tool to help crack down on money laundering--this time by documenting who owns closely held companies. Private companies that are accustomed to the privacy that state law has afforded them will now have to provide key information to the federal government about who actually owns the companies.

Common law trusts aren’t directly subject to the CTA, but the CTA will impact trust administration if a trust holds an interest in an entity that’s subject to the CTA. This potentially includes thousands of trusts that own interests in entities formed in the United States and foreign entities registered to do business in the United States, including closely held businesses, limited liability companies (LLCs) and partnerships.

 

Jocelyn Borowsky is a fellow of the American College of Trust and Estate Counsel, practices in the areas of estate planning, estate and trust administration and fiduciary litigation primarily in Delaware. A large part of her practice involves implementation of sophisticated trusts, trust modification and strategic estate, tax and business planning. She represents fiduciaries and beneficiaries in trust and estate litigation. She also handles tax controversy matters, including estate and gift tax audits by the Internal Revenue Service and state taxing authorities, and serves as an expert witness on Delaware trust law. 

 

 

 

Beth King is a Managing Director and President of Brown Brothers Harriman Trust Company of Delaware, N.A. In her role, Beth helps families with their wealth preservation and philanthropic goals, and oversees all aspects of trust administration for the trust company. Beth is a member of the Delaware Bar, is a former chair of the Estates & Trusts Section of the Delaware State Bar Association, and is a member of Delaware’s Trust Act Committee, which helps draft legislative changes to Delaware’s trust law. 

 

REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.

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The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

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Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 

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